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Rosanna Prestia

Founder & CEO of Hydra Wealth/Capital, Investment Strategist, Asymmetry & Bitcoin

5 Jul, 19:31Latest

Gorilla Technology has become an AI infrastructure business the market still prices as a security-camera company. A five-year AI compute contract worth about $2.5 billion in Indonesia is five times its roughly $493 million market cap, alongside a $2 billion Supermicro arrangement in India and a planned 200MW Thai campus. Q1 revenue rose 55% with positive operating cash flow, and Q2 guidance of $44 million tops the Street's $34 million. Risks: an undisclosed counterparty and dilution. x.com

GRRR

The Long Investor

Airline Captain & Investment Analyst, Technical/Fundamental Analysis

22 Oct

GRRR

Gorilla Technology's financing was needed to grow enough to fulfill already signed contracts. Its $180 million cash balance versus a $205 million market value and the roughly $1.4 billion Freyr agreement still make the selloff look excessive; the over $10 billion qualified pipeline remains unsigned. x.com x.com

Stocker-Man

Long-Term Growth Investor & Swing Trader, Public Investing Journal

12 Oct

GRRR

Gorilla Technology's valuation looks very inexpensive on sales, but dilution and weak profits threaten what shareholders capture. Its roughly $279M market cap is about 1.4x guided 2026 revenue above $200M and roughly 0.6x its $450-500M 2027 target; shares outstanding rose about 63% year over year, while H1 adjusted EBITDA turned negative. This remains a high-risk, high-reward opportunity only if growth becomes sustainable profits without excessive further dilution. x.com

leki

Equity Investor, Multibagger Research, Technical & Fundamental Analysis

6 May

GRRR

Gorilla Technology's announced deal sizes are the wrong anchor: project values above $8 billion, including the $2.8 billion Yotta Phase 2, sit against $101 million of 2025 revenue, and its take after NVIDIA hardware passthrough is undisclosed. CEO Jay Chandan's multi-billion-dollar ONE AMAZON deal has shown no material revenue and quietly left the investor story. Risk-reward was better at $9-11 than at $15; a much higher guide or on-time Yotta and Thailand delivery would change that. x.com x.com

Gabz

Stock & Crypto Trader, SuperTrend Indicator Owner

20 May

GRRR

Gorilla Technology trades as if nobody reads its filings, and that disconnect is the opportunity. It reports a $7 billion pipeline, 2025 revenue of $101 million, up 35%, and 2026 guidance of $137-200 million. It has alliances with NVIDIA, HPE, Intel and IBM and is deploying more than 640 NVIDIA B200 servers in India. x.com

Finn Stockinger

Equity Analyst & Investor, Technology Research

26 Aug

GRRR

Gorilla Technology looks due for a rerating as a $432M company expected to deliver at least $200M of revenue in 2026 and keeps raising guidance. The next leg targets $400M-500M, much of it recurring. Management says forecasts rest on signed contracts with set amounts and timelines, agreed only after securing hardware, and more signed contracts await further GPU supply. It will keep raising debt, but the upside is significant. x.com x.com

Alex A.C.

Value/GARP Investor, Semiconductor & Financial Analysis, Electronics MEng

28 Oct

NBIS

Nebius' software efficiency and a possible end to heavy AI financing support a re-rating. Per @DrTomsLens, its engineers got about 43% more video output from the same GPUs, cutting compute cost per second by 30%; newer hardware alone is not enough without capable software teams. Oracle expects to fund growth from free cash flow in FY2029, suggesting capital-heavy AI providers may eventually outgrow debt and dilution. Google Cloud reported 103% revenue growth amid strong AI infrastructure demand. … Show more

VanquishTrader

Options Prop Trading Firm

26 Oct

Anthropic's customer growth gives AI compute suppliers firmer demand evidence than capacity plans. Its S-1 reports $16.3B in H1 2026 revenue and about 900% net retention as of September 30, the strongest evidence yet of adoption. Over $500B in commitments include a roughly $125B five-year Broadcom equipment lease plus Amazon, Google and Microsoft arrangements; Nvidia GPUs are in its mix. Long-term obligations could outlast usage revenue. x.com

SuperLuckeee

Day & Swing Trader, Options/Futures & Credit Spreads

26 Oct

Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com x.com

CK Capital

Defense/Space/Tech/Photonics Investor, Co-Owner of CV Research

6 Oct

PENG

Penguin Solutions is a $100 stock trading at $66 after a big beat and raise the market may be underreacting to. Q4 revenue rose 68% to $566.7M versus about $520M expected, non-GAAP EPS hit $1.00 versus $0.77, and Integrated Memory grew 158%. FY27 guidance rose to about $2.43B of revenue, up 40%, and $4.45 EPS. It won six AI infrastructure customers, including a neocloud picking Penguin for a 36,000-GPU Norway build. Operating cash flow was negative $163M as inventory and receivables rose. x.com … Show more

Jason Luongo

Growth-Stock Options Trader, LEAPS & Income Strategies

27 Sep

PENG

Penguin Solutions is growing fast on AI data center infrastructure and memory demand. Revenue grew 48% to $479M last quarter, integrated memory revenue jumped 111%, and AI-driven businesses made up 74% of sales. It raised fiscal 2026 guidance to 22% sales growth and $2.60 of adjusted EPS, and sees about 30% growth in both for fiscal 2027. x.com

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